See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,622 | $107,791-90.1% | $90,645-88.3% | $135,375-92.2% |
| Participation rate | 73.3% | 78.0%-4.7pp | 74.0%-0.7pp | 82.6%-9.3pp |
| Annual return | -12.81% | -0.90%-11.9pp | 1.88%-14.7pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,459 | $3,018-51.6% | $2,532-42.4% | $4,779-69.5% |
| Participant deferral / active EE | $2,718 | $3,872-29.8% | $3,425-20.6% | $5,609-51.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |